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Home/Cloud telephony & SMS/Nutshell
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VerifiedChecked 2026-09-12

Nutshell

AI-powered CRM with sales, marketing, engagement, scheduling, calling, reporting, and contact-management capabilities.

Cloud telephony & SMSContact discoveryCRMData enrichmentE-signatureInbound capture & conversational engagementLead routingMeeting assistantsProposal softwareRevenue analytics & attributionSales engagementSchedulingWebsite visitor identification
Visit website ↗Demo ↗Claim profile
On this page
FootprintOverviewPricingReviewsIntegrationsSources

Revenue footprint

Where Nutshell fits

Revenue areas

Primary and supporting use cases
Job coverage

Selected jobs

18 distinct jobs across 6 revenue areas

StrongAnalyse pipeline performance ↗

Sales, activity, conversion and pipeline reports show team performance and opportunity outcomes.

Condition: Reporting depth varies by plan.Nutshell source ↗
StrongCapture conversations and notes ↗

AI Notetaker records and transcribes supported calls/meetings, summarizes key points and suggests next steps.

Condition: AI outcome allowances and meeting features vary by plan.Nutshell source ↗
StrongCapture inbound interest ↗

Forms, webchat, chatbot and landing pages capture inbound information and create or track leads/contacts.

Condition: Specific forms, chat, marketing, and chatbot entitlements vary by plan or add-on.Nutshell source ↗
StrongCollect signatures ↗

Collects required signatures on quotes and contracts in the optional Proposals & Invoices workflow.

Nutshell source ↗
StrongEnrich records ↗

Appends missing contact/company attributes including titles, firmographics, location and social profiles.

Condition: Availability and limits may vary by plan or Nutshell IQ subscription.Nutshell source ↗
StrongFind people ↗

Prospecting searches a people database and finds individuals at target companies for addition to the CRM.

Condition: Availability and limits may vary by plan or Nutshell IQ subscription.Nutshell source ↗
StrongMaintain account and contact records ↗

Maintains company/contact identity, relationship context, notes and interaction records in CRM timelines.

Condition: Unlimited contacts and storage are stated as included across CRM plans.Nutshell source ↗
StrongMaintain sales-activity history ↗

Stores call, email, note and meeting activity against the relevant contact/company/deal context.

Condition: Specific AI transcription and integrated-channel behavior varies by feature and plan.Nutshell source ↗
StrongManage opportunities ↗

Tracks opportunity stages, owners, value and next-step activity in customizable sales pipelines.

Condition: Pipeline counts and privacy vary by plan.Nutshell source ↗
StrongObserve buyer events ↗

Website visitor identification surfaces company/person identities and observed site activity for follow-up without proving buying intent.

Nutshell source ↗
StrongObtain contact details ↗

Prospecting and contact enrichment reveal available contact details for identified individuals.

Condition: Nutshell IQ or applicable enrichment functionality may be required.Nutshell source ↗
StrongOrchestrate outreach sequences ↗

Sales automation and email sequencing coordinate follow-up steps tied to the pipeline.

Condition: Advanced automation and email sequencing are plan-dependent.Nutshell source ↗
StrongPlace outbound calls ↗

One-click calling reaches prospects from the CRM and automatically logs call activity.

Condition: The source does not establish all telephony infrastructure, geographic coverage, or calling-price details.Nutshell source ↗
StrongPrepare proposals ↗

Optional Proposals & Invoices creates and sends personalized commercial quotes, invoices and contracts from the CRM.

Nutshell source ↗
PartialProvide calling and SMS infrastructure ↗

Provides native calling and separately purchased SMS messaging; connected telephony providers may carry some calls.

Nutshell source ↗
StrongRoute leads and accounts ↗

Lead assignment rules distribute incoming leads to configured owners.

Nutshell source ↗
StrongSchedule meetings ↗

Meeting Scheduler and calendar activity invites coordinate prospect/client meetings against availability.

Condition: Scheduler capability differs between plan tiers.Nutshell source ↗
StrongSend prospecting email ↗

Sends individual and automated sales emails with templates and engagement tracking through the CRM.

Condition: Email automation and marketing campaigns vary by CRM or Marketing plan.Nutshell source ↗

Overview

What Nutshell does

Nutshell manages contacts, companies, sales pipelines, activity history, email follow-up and performance reports. Native calling, scheduling and AI notetaking log conversations to the right records. Optional prospecting/enrichment, visitor identification, engagement and proposals/invoices extend sourcing and commercial workflows; features and AI allowances vary by plan.

Buying context

Fit and constraints

Best for
Small and growing sales teams seeking an easy-to-deploy CRM with integrated sales automation and marketing tools.
Relevant constraints
  • Plan entitlements vary materially by tier, including pipeline counts, reporting, automation, scheduling, AI usage, and enterprise controls.
  • AI outcome allowances are plan-based; AI assists are described as unlimited.
  • Marketing pricing depends on the number of marketing contacts and included monthly sends.
  • SMS usage beyond included allowances is separately charged.
  • Some advanced capabilities and add-ons require separate subscriptions.
  • The vendor does not establish that Nutshell provides standalone deal qualification, conversation-intelligence team analysis, or autonomous AI SDR execution.
  • Data residency, regional availability, taxes, and detailed service-level terms are not established by the reviewed sources.
Review status
Reviewed 2026-09-12

Pricing

Nutshell pricing and plans

Current annual-billing CRM prices are Foundation $13, Growth $25, Pro $42, Business $59 and Enterprise $79 per user/month. Each plan includes a monthly AI-outcome allowance. Separately priced Marketing, Engagement, prospecting, SMS and proposals/invoices can add cost; the displayed unlimited Proposals & Invoices add-on is $79/month. A card-free 14-day trial is offered.

Pricing model
Tiered · Usage-based · Per user · Per organisation
Minimums
No minimum documented
Free access
Free tier · 14-day trial
Last checked
2026-09-12

Email marketing

Free tierNot stated · Self-serve

Entry add-on displayed at $5 per month; pricing is based on marketing contacts. The pricing page states 150 free sends monthly and up to 8x the contact limit in sends.

Check current price ↗

Foundation

$19/user/moNot stated · Self-serve

$19 per user per month on monthly billing; $13 per user per month billed annually is displayed separately.

Check current price ↗

SMS

Free tierNot stated · Self-serve

SMS add-on displayed at $15 per month; included message quantities and overage pricing are not fully specified on the reviewed page.

Check current price ↗

Engagement Pro

Free tierNot stated · Self-serve

Engagement Foundation is included with CRM plans; Engagement Pro is displayed at $16 per user per month.

Check current price ↗

Growth

$32/user/moNot stated · Self-serve

$32 per user per month on monthly billing; $25 per user per month billed annually is displayed separately.

Check current price ↗

Nutshell IQ

Free tierNot stated · Self-serve

Every account receives 10 free IQ credits per month; paid tier displayed at $37 per company per month.

Check current price ↗

Pro

$49/user/moNot stated · Self-serve

$49 per user per month on monthly billing; $42 per user per month billed annually is displayed separately.

Check current price ↗

Marketing

$49/moNot stated · Self-serve

Marketing add-on displayed at $49 per month; email marketing may also be priced by marketing-contact count.

Check current price ↗

Business

$67/user/moNot stated · Self-serve

$67 per user per month on monthly billing; $59 per user per month billed annually is displayed separately.

Check current price ↗

Proposals & Invoices

$67/moNot stated · Self-serve

Pricing page displays $67 per month for unlimited quotes and invoices; a separate vendor help article states $79 per company per month, creating an unresolved official-source conflict.

Check current price ↗

Enterprise

$89/user/moNot stated · Self-serve

$89 per user per month on monthly billing; $79 per user per month billed annually is displayed separately.

Check current price ↗

List prices can exclude tax, usage charges, onboarding, add-ons, and negotiated discounts. Check the vendor page before buying.

Reviews

Nutshell reviews

☆☆☆☆☆No published rating yet0 buyer reviews have passed editorial review

No buyer review has passed editorial validation yet. Vendor testimonials are never converted into ratings.

Environment fit

Platform & integrations

How Nutshell works with your other tools. Open a finding for its source and any plan or setup limits.

API accessA documented application programming interface is available for at least one product workflow.Not yet recorded+

A documented application programming interface is available for at least one product workflow.

Checked Not documentedNo qualifying source attached
MCP server accessThe vendor provides a documented Model Context Protocol server for product access or actions.Not yet recorded+

The vendor provides a documented Model Context Protocol server for product access or actions.

Checked Not documentedNo qualifying source attached
Single sign-onThe product supports a documented organization-managed single sign-on method.Not yet recorded+

The product supports a documented organization-managed single sign-on method.

Checked Not documentedNo qualifying source attached
Data exportUsers can export material product data in a documented reusable format.Not yet recorded+

Users can export material product data in a documented reusable format.

Checked Not documentedNo qualifying source attached

Integrations

Tools Nutshell connects to.

See all integrations ↗

We haven’t added integration details for this product yet.

Not yet recorded means we haven’t added a finding here. It doesn’t mean the feature is missing. We check these connections and settings separately from the work shown on the fit map.

Product references

RevManic's fit assessments are our editorial opinion. Check Nutshell's website for the latest features, plans and pricing.

Represent Nutshell? Contact us to suggest an update, or claim this profile.

  1. Features ↗nutshell.com/featuresCompany source
  2. Contact management ↗nutshell.com/crm/contact-managementCompany source
  3. Calls and meetings ↗nutshell.com/crm/calls-and-meetingsCompany source
  4. Pricing ↗nutshell.com/pricingCompany source
  5. Documentation ↗support.nutshell.com/en/Company source
  6. Demo or contact sales ↗nutshell.com/guided-tours/intro-to-nutshellCompany source

Alternatives

Nutshell alternatives

40
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workflows, enrichment, pipelines, and agent-accessible CRM actions.SalesflareA CRM for small and medium-sized B2B businesses that automates contact, company, activity and pipeline data capture.folkA collaborative, relationship-focused CRM for managing contacts, interactions, pipelines, enrichment, and personalized outreach.Zoho CRMA cloud CRM for managing leads, contacts, accounts, deals, sales activities, workflows, forecasting, analytics, and customer-facing processes.AttioAI-native CRM for modern go-to-market teams, combining flexible data modeling, relationship intelligence, automation, reporting, and sales workflows.Reply.ioAI-powered sales engagement platform for prospect data, multichannel outreach, meeting booking, inbox management, analytics, CRM connectivity, and Jason AI SDR.Copper CRMA CRM designed for Google Workspace that manages contacts, leads, opportunities, projects, workflows, communications, and reporting.KasprProspecting and sales-intelligence platform focused on discovering, enriching, organizing, and exporting B2B contact data, primarily through a LinkedIn Chrome extension.RevenueHeroInbound lead qualification, routing, enrichment, and meeting scheduling platform.ArtisanAI BDR platform that finds and enriches prospects, runs personalized outbound campaigns, handles replies, and books meetings for sales teams.SalesfinitySalesfinity combines AI parallel dialing, contact enrichment, AI Sequencer and an Ari sales agent for outbound teams.DubbVideo sales and communication platform combining Dubb Sales Studio for recording, sending, and tracking personalized videos with Dubb Sales Agent for AI-assisted lead research, outreach, follow-up, CRM updates, and meeting booking.WaalaxyLinkedIn and email prospecting automation for outbound sales teams.NooksAI-powered outbound sales workspace combining dialing, sequencing, signals, enrichment, coaching, and salesfloor workflows.SalesloftPredictive revenue system combining sales engagement, conversation intelligence, deal management, workflow prioritization, AI agents, and revenue intelligence.Seamless.AIAI-powered B2B sales intelligence and prospecting platform.DefaultGo-to-market operations platform for workflows, enrichment, lead routing, scheduling, website visitor identification, and CRM synchronization.ZoomInfoZoomInfo SalesOS provides B2B company and contact data, buying signals, intent and prospecting workflows, with Engage available by package.HunterEmail-finding, email-verification, lead-discovery, and cold-email outreach platform.PhoneBurnerCloud-based power dialer and sales outreach platform with built-in CRM, calling workflows, email/SMS follow-up, reporting, coaching, and CRM integrations.OutreachAgentic AI revenue platform combining sales engagement, deal management, forecasting, conversation intelligence, coaching, and account expansion workflows.LushaGTM intelligence platform for finding B2B contacts and companies, revealing verified contact details, enriching records, prioritising buyers and acting on the resulting data.Common RoomCustomer intelligence platform that captures buyer and customer signals, resolves them to people and accounts, and helps go-to-market teams prioritize and automate actions.CalendlyScheduling and meeting-workflow platform with lead routing, contact history, payment collection and optional AI meeting recaps and scheduling assistance.Regie.aiAI-native prospecting and sales-engagement platform combining research, enrichment, messaging, sequencing, multichannel outreach, dialing, and AI agents.Capsule CRMCloud CRM for managing contacts, opportunities, sales pipelines, tasks, projects, communications, and reporting.KoalaAgentic revenue platform that surfaces first- and third-party buying signals, scores accounts, enriches leads, and automates sales plays and outreach.Aviso AIAI revenue operating platform for forecasting, pipeline and deal intelligence, conversation intelligence, relationship intelligence, sales engagement, and customer-success workflows.AiSDRAI sales development platform that researches prospects, identifies buying signals, creates personalized outreach, runs multichannel sequences, handles replies, and books meetings.AmplemarketAI-powered sales platform for prospect discovery, buyer-signal monitoring, personalized outreach, and multichannel sequence execution.ClariPredictive revenue system and revenue orchestration platform for enterprise revenue teams.Sales CloudSalesforce’s CRM and sales-force-automation product, now branded Agentforce Sales, for managing leads, accounts, contacts, opportunities, activities, pipeline, forecasting, reporting, workflows, quotes, and approvals.SaleshandySaleshandy is an outbound sales platform combining cold-email outreach, multichannel sequences, verified B2B contact data, email warm-up, and deliverability features.Chili PiperInbound demand-conversion platform for routing leads, engaging website visitors, qualifying prospects, and booking meetings.